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I searched the C&P forums and am unable to find instructions anywhere for auto-naming opportunities in Salesforce from Click & Pledge. Currently, our opportunities are coming in as a string of numbers. Ideally, I would want them to read "Donor name - Donation - Date of Donation"
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Good day @hollyurban,
This was also answered in the following post: http://forums.clickandpledge.com/showthread.php?t=1242
Please see the following: http://manual.clickandpledge.com/Sal...ml#Opportunity
Opportunity names may be customized anyway you want.
If your opportunities are appearing as numbers it means you are using Opportunity > Product and in that setting the Opportunity takes the name of the Order Number since products are the items that have names and the opportunity cannot have a name.
Are you using Opportunity > Product?Regards,
Click & Pledge Support Department
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